Salesforce Implementation and Support for Nonprofits and Charities
We've designed our services to meet you where you are. Whether that's migrating to Salesforce for the first time, improving an existing setup, or getting ongoing support from a team that genuinely understands your world. We work with nonprofits and charities across Australia and New Zealand.
Every engagement starts with listening. We learn your organisation, your data, your team and your goals before we recommend anything. Then we build something that works for you, not just something that works.
How we help
End-to-end Salesforce implementation for nonprofits and charities, from discovery and design through to data migration, configuration and go-live. We translate Salesforce into plain language and project manage the entire process so your team can stay focused on your mission.
We project manage your entire Salesforce migration, sharing knowledge, flagging risks early, and keeping everything on track. We act as the bridge between your organisation and the technology, so nothing gets lost in translation.
Ongoing support and maintenance
Your Salesforce needs to evolve as fast as your organisation does. We support you after go-live or at any stage of your Salesforce journey. We do this through system health checks, maintenance, new release assistance and ongoing improvements. We stay close so your system grows alongside you.
One-off projects
Need a specific problem solved without committing to a full engagement? We take on one-off projects including new functionality, data migrations, integrations, system audits and custom Salesforce builds. We scope clearly and deliver on time.
Bridgit - data automation
Bridgit is our native Salesforce data automation tool built specifically for nonprofits. It automates the movement of third-party data including regular giving files from telemarketing or face-to-face fundraising agencies directly into Salesforce, Raisely and GiveEasy. What used to take weeks of manual spreadsheet work now takes minutes.
Training and upskilling
We train your team on both user and system administrator duties, specifically for nonprofits and charities. Whether you're onboarding new staff or upskilling your whole team, we make sure the people using Salesforce every day feel genuinely confident using it.
Frequently Asked Questions
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We offer end-to-end Salesforce implementation, project management, ongoing support and maintenance, one-off projects, training and upskilling, and Bridgit data automation - all specifically designed for nonprofits and charities across Australia and New Zealand.
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Every organisation is different, but most nonprofit Salesforce implementations take between 3 and 6 months depending on complexity, data volume and the number of integrations required. We project manage the entire process so your team can focus on your mission.
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Bridgit is Clara Partners' native Salesforce data automation tool. It automates the movement of third-party data - like regular giving files from telemarketing or face-to-face agencies - directly into Salesforce and Raisely, turning weeks of manual spreadsheet work into minutes.
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Yes - our managed service offering provides ongoing support, system health checks, maintenance and training after go-live. We stay close so your Salesforce evolves as fast as your organisation does.
Case Studies
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The Alfred Foundation
Collaboration in partnerships.
How we helped The Alfred Foundation build stronger donor relationships more efficiently - a demonstration of the harmonious partnership between The Alfred Foundation, Clara Partners and Ortto.
Resulting in a huge uplift in open and click through rates on their email communications.
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Climate Council
A story of trust and transformation.
The Climate Council faced a legacy of problematic data. A previous Salesforce migration left their regular giving program in disarray, with missed payments and inaccurate records.
Our solution was to get them onto a more reliable payment processor and clean up 5 years worth of data.
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Uniting Vic.Tas
Helping find stability after a difficult CRM journey.
Uniting Vic.Tas invested a lot of time platforming, but processes were broken and data was still unreliable.
How we helped them move from system exhaustion to empowerment - a demonstration of how stabilizing data and simplifying complex processes can restore trust in technology.
Articles
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Stop wrangling data - meet Bridgit
Are you tired of the “weekly spreadsheet shuffle”? Many nonprofits face a universal headache: receiving regular giving data from telemarketing or face-to-face agencies that just doesn’t talk to their CRM or payment platform. Manually cleaning, mapping and uploading these files can take days, or even weeks, leaving your data stale and your team exhausted.
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Is Salesforce right for you?
Choosing the right CRM is a major decision for any organisation, but for nonprofits, the stakes are even higher. Every dollar and hour saved has a direct impact on your charity work. Salesforce is a global leader in this space, not just because it’s powerful, but because it is designed specifically to help nonprofits thrive.
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Managed service that feel like a partnership
If you’ve ever felt like your Salesforce consultant treats your organisation like a ticket number rather than a partner, you’re not alone. At Clara Partners, we’ve intentionally built our managed services to be delivered differently. We don’t just drop in, fix a bug and disappear. We embed ourselves in your team.
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Are you ready for Agentforce Nonprofit?
Moving to Agentforce Nonprofit is a major milestone for any nonprofit organisation.
However, when and how to roll out this transition takes careful consideration and a solid foundation.
Play our readiness bingo to find out if you are ready.
LET’S GET STARTED